Screener
RULE vs RFCI
Adaptive Core ETF vs ALPS Dynamic Core Income ETF
Key differences
RULE is a mixed asset ETF, while RFCI is a fixed income ETF. RULE charges 1.84% a year and RFCI 0.51%.
- RULE is a mixed asset fund, while RFCI is a fixed income fund. They carry different risk/return profiles.
- RFCI costs 1.33% less per year.
- Over the last three years, RULE has delivered higher annualized returns.
- RFCI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RULE | RFCI | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.51% |
| Fund size (AUM) | $16M | $16M |
| Since | 2021 | 2016 |
| Dividend yield | 0.00% | 4.53% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +47.3% | +4.5% |
| CAGR 3Y | +19.0% | +4.9% |
| CAGR 5Y | N/A | +1.2% |
| Sharpe 3Y | 0.87 | 0.28 |
| Volatility 1Y | 22.31% | 3.52% |
| Max drawdown | -30.48% | -14.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.